The Long View Best of The Long View: Investing
Jan 9, 2024
Portfolio managers and investment specialists discuss shallow risk and deep risk. David Giroux emphasizes the importance of understanding market inefficiencies. The US economy's resilience and adaptability are explored. Investing in Chinese stocks and housing market affordability are discussed. Employer-sponsored retirement plans and managing finances as a risk factor are examined. The episode ends with holiday wishes and an investment disclaimer.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Understanding Market Inefficiencies and Risk Management
03:53 • 8min
Resilience and Adaptability of the US Economy
11:33 • 8min
Chinese Stocks: Undervalued or Risky Investment?
19:42 • 14min
Understanding Housing Affordability and its Challenges
33:45 • 3min
The Progress and Challenges of Employer-Sponsored Retirement Plans
37:09 • 5min
Managing Finances and Liquidity as a Risk Factor
42:15 • 5min
Closing Statement and Disclaimer
47:38 • 2min